Relationship Manager - Retirement Plan Services
Relationship Manager - Retirement Plan Services
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Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a Best Place to Work for the 8th year in a row by Business Intelligence Group Trust Point Inc. of Minneapolis MN. is looking to hire a fulltime Relationship Manager to join our Retirement Plan Services team. We are looking for a clientfocused individual to provide timely accurate and responsive service to build long lasting relationships with their clients.
We offer a complete line of benefits including health dental life long term disability paid holidays and paid vacation. In addition we also offer a very generous 401k and profitsharing plan.
ABOUT TRUST POINT INC.
For more than 100 years Trust Point has provided a wide array of trusted financial services to individuals families businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive not only to our clients but to each other. Our CEO embodies our supportive culture and has an opendoor policy. We love to show our appreciation and provide fun and unique perks throughout the year.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF A RELATIONSHIP MANAGER
- Delivering timely and accurate information to clients
- Advising clients from both an individual and corporate perspective concerning the design and administration of all forms of qualified and nonqualified retirement plans
- Analyzing and making recommendations concerning pricing operations and overall relationship development opportunities
- Providing routine account administration
- Maintaining appropriate ERISA and other regulatory knowledge
Requirements:
- 4 Year Degree Business Accounting Finance or other relevant degree required.
- 35 years ERISA Experience
- Certification as CRSP CRPP and or CEBS is desired
This position requires excellent communications and interpersonal skills which include: relationship development listening oral and written communication decision making organizing executing and implementing plans team building and work coordination.
WORK SCHEDULE
This is a fulltime hybrid position working MondayFriday 8am5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team one that makes better decisions drives innovation and delivers better business results.
Required Experience:
Manager
Employment Type
Full-Time
